EverSource Wealth Advisors, LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is CMDY and the CUSIP is 46431W598. A total of 59 filers reported holding ISHARES U S ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
EverSource Wealth Advisors, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q4 2022$55,000
+66.7%
1,009
+72.8%
0.01%0.0%
Q3 2022$33,000
+65.0%
584
+77.5%
0.01%
+60.0%
Q2 2022$20,000
-63.0%
329
-63.2%
0.01%
-64.3%
Q1 2022$54,000
+54.3%
894
+25.4%
0.01%
+40.0%
Q4 2021$35,0007130.01%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2021
NameSharesValueWeighting ↓
Alaska Permanent Capital Management 744,853$38,416,7373.40%
Octavia Wealth Advisors, LLC 293,902$15,138,8923.07%
Horizons Wealth Management 78,073$4,021,5532.93%
Alaska Wealth Advisors 307,903$15,860,0842.53%
Intrepid Financial Planning Group LLC 73,489$3,785,4181.96%
Disciplina Capital Management LLC 78,897$4,063,9840.84%
FDx Advisors, Inc. 103,277$5,3200.44%
Strategic Advocates LLC 17,306$891,4320.42%
Wolf Group Capital Advisors 11,019$567,5890.27%
Evergreen Wealth Solutions, LLC 4,700$242,0970.24%
View complete list of ISHARES U S ETF TR shareholders